What Do You Do With Power?

What do you do with power? There’s a lot of rancor currently around the Supreme Court nomination of Judge Amy Coney Barrett. There’s a lot of noise from both sides of the fence. The Democrats protest that a Supreme Court justice shouldn’t be confirmed during the presidential election. A few years back the Republicans prevented a Supreme Court confirmation for …

Man working on laptop computer

Give Away Your Financial Firm?

A recent study shows many RIA firms are concerened about succession. What if giving away a percentage of the firm offered a way to move toward succession?

7 Great Quotes on Leaving a Legacy

I’ve always said that the power of a person’s life is the stories they leave behind. When a loved one dies, we tend to think about their legacy, about the meaning of their lives. When my mother-in-law Sue passed away, her memorial service was a time to reflect upon her life and all the lives she touched. Thinking of legacy …